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iShares TIPS Bond ETF

959 hedge funds and large institutions have $14.9B invested in iShares TIPS Bond ETF in 2020 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 394 increasing their positions, 259 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $980M | Put options by funds: $212M

87% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 60

52% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 259

11% more funds holding in top 10

Funds holding in top 10: 7078 (+8)

11% more capital invested

Capital invested by funds: $13.4B → $14.9B (+$1.5B)

4% more funds holding

Funds holding: 921959 (+38)

2.72% less ownership

Funds ownership: 64.59%61.87% (-2.7%)

Holders
959
Holders Change
+38
Holders Change %
+4.13%
% of All Funds
19.35%
Holding in Top 10
78
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.43%
% of All Funds
1.57%
New
112
Increased
394
Reduced
259
Closed
60
Calls
$980M
Puts
$212M
Net Calls
+$769M
Net Calls Change
+$760M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
876
Valeo Financial Advisors
Indiana
$50K -$29.8K -237 -37%
HCM
877
Highlander Capital Management
New Jersey
$50K
OSAM
878
O'Shaughnessy Asset Management
Connecticut
$50K
WIM
879
Westside Investment Management
California
$47.1K -$208K -1,657 -7%
FMII
880
Farmers & Merchants Investments Inc
Nebraska
$46K
RCA
881
Rowland Carmichael Advisors
Arizona
$45K
GAM
882
Gemmer Asset Management
California
$40K +$11.3K +90 +40%
HI
883
Human Investing
Oregon
$39K
AIA
884
Armor Investment Advisors
North Carolina
$39K +$38.6K +307 New
QCG
885
Quadrant Capital Group
Ohio
$37K -$75.4K -600 -67%
Kayne Anderson Rudnick Investment Management
886
Kayne Anderson Rudnick Investment Management
California
$36K -$13.6K -108 -28%
PFGIA
887
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$5.15K +41 +17%
FEG
888
Financial Enhancement Group
Indiana
$35K -$9.42K -75 -22%
CB
889
CNB Bank
Pennsylvania
$31K
TF
890
TimeScale Financial
Massachusetts
$31K
TCM
891
Tradewinds Capital Management
Washington
$29K +$754 +6 +3%
Northern Trust
892
Northern Trust
Illinois
$28K -$84.7K -674 -3%
CG
893
Cutler Group
California
$25K -$113K -900 -82%
AF
894
Arrow Financial
New York
$25K +$12.1K +96 +96%
EPM
895
Equitec Proprietary Markets
Illinois
$25K +$25.1K +200 New
OSNBOA
896
Old Second National Bank of Aurora
Illinois
$24K
CDIA
897
Capital Directions Investment Advisors
Georgia
$23K
HI
898
Hudock Inc
Pennsylvania
$23K
KTC
899
Kistler-Tiffany Companies
Pennsylvania
$23K
AWM
900
Adams Wealth Management
Utah
$23K +$22.5K +179 New